So we will never reach 32.5kt for this year 2017 as nikec and bubby still 'believe'...
Maybe max. 26kt-28kt for 2017 and aisc ~1.70 (or maybe again a much higher aisc because they already didn't deliver their origin guidance in 2016 of 28kt! And that not just bec. of the incident)
To reach 28kt they have to produce ~7kt per quarter (avg.).. now compare that to the last quarters (w/o incident). And what the hell they mean with producing at nameplate lvl? Which number they really mean here??
Still to many open points and a bad sign for us holders so far... and I still can't believe we didn't already get a guidance.
The reason for that wouldn't be a nice one IMO!
TGS Price at posting:
4.3¢ Sentiment: None Disclosure: Held